Senior Wealth Banking Specialist (SAFE)

Wells Fargo • Tucson, AZ

81d • $87,000 - $168,000

About The Position

Wells Fargo is seeking a Senior Wealth Management Banking Specialist (SAFE) in Wealth Investment Management in Banking, Lending and Trust. In this role, you will manage and service a moderately complex affluent and high net worth client relationship portfolio in lending, credit, and deposit products and services. You will proactively identify service improvement opportunities for affluent and high net worth client relationships, including taking part in training and calibration exercises across the division. You will review and analyze client financial goals and changing needs, making recommendations to best fit the needs of the client. Additionally, you will develop and exercise expertise in the changing market conditions and cascade across the division the best practices. You will proactively coordinate with the broader banking and internal teams to ensure clients are in the correct banking product based on their financial activity. This position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations.

Requirements

• 4+ years of affluent banking, commercial banking, consumer banking, mortgage banking, or private banking experience.
• BS in Business or equivalent.
• Experience in Wealth Management, Retail or Private Banking.
• Experience working with affluent client relationship portfolios, in lending, credit, cash and deposit products and services.
• Ability to develop and manage clients, business and referral relationships.
• Experience reviewing and analyzing client financial goals and presenting recommendations.
• Knowledge of how to interpret business formation documents.
• Intermediate Microsoft Office skills.
• Solid technical skills to learn and navigate multiple computer systems.
• Ability to prioritize work, meet deadlines, achieve goals, and work under pressure.
• Excellent verbal, written, and interpersonal communication skills.
• Ability to make timely and independent judgment decisions.

Nice To Haves

• Ability to work effectively within a team and build strong working relationships across business channels.
• Self-motivated: ability to proactively execute strategies to deepen and broaden relationships.
• Knowledge and understanding of opening new consumer & business deposit accounts.

Responsibilities

• Manage and service a moderately complex affluent and high net worth client relationship portfolio in lending, credit, and deposit products and services.
• Proactively identify service improvement opportunities for affluent and high net worth client relationships.
• Review and analyze client financial goals and changing needs, making recommendations to best fit the needs of the client.
• Develop and exercise expertise in the changing market conditions and cascade across the division the best practices.
• Proactively coordinate with the broader banking and internal teams to ensure clients are in the correct banking product based on their financial activity.
• Collaborate and consult with peers, colleagues, and managers to resolve moderately complex issues and achieve goals.
• Maintain effective risk management through routine education, sound risk and operational decision making, and adherence to policies or procedures.
• Ensure client experience goals are met by taking part in the creation of and delivery of product and banking process training.

Benefits

• Health benefits
• 401(k) Plan
• Paid time off
• Disability benefits
• Life insurance, critical illness insurance, and accident insurance
• Parental leave
• Critical caregiving leave
• Discounts and savings
• Commuter benefits
• Tuition reimbursement
• Scholarships for dependent children
• Adoption reimbursement

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Bachelor's degree
• Number of Employees: 1,001-5,000 employees